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Memo Social Funding ~. -' CITY OF HOPKINS MEMORANDUM DATE: FROM: Kersten TO: City Council Members RE: Social Service BACKGROUND During the March Council worksession, staff discussed with the City Council the current process of allocating social service funds, both general fund dollars and CDBG funds. As a result of this discussion, the Council directed staff to research how other cities and organizations allocate social service funds and to determine if the city of Hopkins' process could be improved. Staff surveyed the surrounding communities and spoke with representatives of the united Way. The following is a summary of what was learned and the recommendations for improving our current process. Staff desires general direction from the Council on how it wishes to proceed with this matter. ANALYSIS Existinq Process for Allocatinq Funds Currently, each year the city distributes a "Request for Funds" form to those organizations who have indicated they are interested in receiving City funds. The completed form is returned prior to the budget meetings and each request is then reviewed by the City Council. The Council either approves, amends or denies the request based on the Council's determination of need for the funds and impact of the program on the community. Allocations of funds are typically based on previous years' allocations. Survey of Other Orqanizations Most cities surveyed indicated that they allocate social service funds through the city budget process, typically funding those organizations or programs which they have funded in the past. Most cities require the organization seeking funding to complete an application which identifies need, number of persons to be served, program budget, etc... The decision regarding which organizations to fund is made by the Council, based on the information provided. Occasionally, requests are reviewed by a Human Rights Commission who makes recommendations to the City Council. Other non-profit organizations who allocate social service funds on an annual basis have implemented detailed allocation processes. The United Way, for example, has established six goals and applicants for funding must meet at least one of these goals. They are as follows: o Provide Food and Shelter o Promote Self-sufficiency o Health and Well-being programs o Resolve Personal or Financial Crisis o Youth and Child Development o Strengthen Services through Collaborative Efforts Additionally, each year the United Way identifies special areas of concern which they refer to as "targeted statements". For a program to receive any increase in their funding level, they must address a targeted statement. This year, for example, one of the targeted statements is substance abuse. These targeted areas are identified through community surveys, as those needing immediate attention. The united Way representative indicated that their approach to funding is heavily reliant on volunteers to assist in assessing community needs through surveys, reviewing requests for funds, making recommendations, etc... Level of Fundinq Philosophically, most cities feel that funding non-city programs should be limited and only considered when there is a demonstrated need for a program which benefits the entire community. The following chart shows what other cities have allocated for social service programs through their general fund, CDBG program and other funding sources if available, in comparison to the city of Hopkins. SOCIAL SERVICE FUNDING CITY GENERAL FUND ALLOCATION PERCENT OF BUDGET CDBG OTHER EDEN PRAIRIE $51,500 .3% $33,720 $23,400* GOLDEN VALLEY $ 0 0% $25,010 $65,723* MINNETONKA $47,500 .4% $ 9,000 $ 0 NEW HOPE $55,211 .9% $32,214 $ 0 ROBBINSDALE $19,735 .4% $10,727 $ 0 ST. LOUIS PK $63,481 .4% $25,000 $ 0 HOPKINS $34,300 ..6% $15,000 $ 0 * Funds generated through proceeds from charitable gambling As the above chart indicates, the City of Hopkins' allocations for social services in 1993 are slightly higher than the average of the cities surveyed. CONCLUSION Staff is not recommending, at this time, to significantly amend the process which is used to allocate funds. It appears from staffs review of this matter there is no simplistic method used by other cities or organizations to address this issue. Other, more detailed options exist, however, they may require the involvement of a large group of volunteers to conduct surveys, establish current goals for City funding, rank proposals and make recommendations for funding. Because social service program funding is a small portion of the City budget and because a more formalized process mayor may not result in a better process, staff is recommending that the Council continue to review requests and allocate funds using their best judgement. Staff has amended the City's "request for funds" form in order to obtain additional information regarding agencies requesting City funds. Attached is a copy of the proposed form, with the additions highlighted. The City, through the request form, will be asking agencies to document need for their service and for the funds, to estimate the number of residents served with the requested funds and if there are duplicated services in the community. Hopefully, this additional information will provide a stronger basis for the allocation of funds. Developing a detailed funding process, with criteria, goals and a ranking system, may be an appropriate responsibility of the Human Rights Commission, if established. It should, however, be developed by representatives of a cross-section of the community to ensure that the funding priorities reflect the views of the entire City. CITY OF HOPKINS REQUEST FOR FUNDS 1994 BUDGET To be considered for funding during 1994, this form must be received by the Finance Department by 1993. Name of Organization: Address: Telephone No. Contact Person: Total amount requested from the City of Hopkins: 1994 Budget 1993 approved 1992 approved Estimated number of Hopkins residents to be served with requested funds: Total operating budget of your organization: $ Percent of budget used for administration, overhead expenses, and fund raising costs: % Amounts of funding from other sources (list source and annual amount): How will your organization's activities benefit the citizens of Hopkins? Why are the requested funds necessary? What data substantiates the need for this project/service in the City of Hopkins? Number of Hopkins citizens served in prior years: Year Number Served % of total served 1992 1991 1990 1989 Are you aware of any other agencies providing a similar service to the City of Hopkins residents? yes no If yes, explain why they are not meeting the current needs: Annually, the city receives 84% of its operating revenues (taxes and aids) in two installments - one half each at the end of June and November. One half of any approved funding will be disbursed at the first Council meetings in July and December providing your organization has submitted an invoice by June and November -- signature date